Park Avenue Securities
47yrs
Top advisor by experience at Park Avenue Securities
4yrs
Michael Shtifter
Financial advisor at Park Avenue Securities
Based in Needham, Massachusetts, Michael Shtifter is a fiduciary financial advisor with 4 years of industry experience. Michael joined Park Avenue Securities in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. Park Avenue Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 266 advisors with offices in Needham, and one of 218 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office160 Gould Street Suite 310, Needham, MA 02494
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowPark Avenue Securities LLCCurrent firm
Contact Michael
160 Gould Street Suite 310Needham, MA 02494Office · Get directions Firm main line(888) 600-4667Headquarters: Park Avenue Securities · New York, NY
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Park Avenue Securities at (888) 600-4667 and ask for Michael Shtifter. Michael works from the Needham, MA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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